Wealth Management - Melbourne, Australia

Building and protecting your retirement and personal investment nest egg is one of the most important things you can do in life.

We have recognised the need to expand our services beyond accounting and taxation to help you do just that.

King & Whittle Wealth Management was established with experienced and qualified advisers who can help you meet your life goals through the proper management of your finances while complying with new regulator obligations. Our Australian team provide boutique financial advice and financial services to individuals who are looking to provide long into the future and create a lasting legacy.

We tailor our private wealth management advice to your unique financial situation giving you peace of mind aligned with your financial goals. Our award-winning management team have decades of experience in providing investment advice that will secure your financial future. As a long-standing wealth management firm we take pride in working with business owners that represent a range of industries.

This can include:

Budgeting to determine your savings capacity

SMSF

Buying a home

Effective debt management

Saving for your children's education

Ensuring you have appropriate levels of personal insurance

Investing your superannuation wisely over your working life

Preparing for retirement

Retiring in style

A financial advisers role is to assist you in this process.

King & Whittle Wealth Management is an Authorised Representative of GPS Wealth Ltd. They are able to give advice on the following areas:

Financial Planning

Superannuation and Retirement Planning

Investment (Direct Equities and Managed Investments)

Wealth Creation through Margin Lending

Risk Management using personal insurance

Succession and Estate Planning

Subscribe to our newsletter

Subscribe to our newsletter

please add me to your mailing list.

Liability limited by a scheme approved under Professional Standards Legislation